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Summit Global Investments’s National Health Investors NHI Stock Holding History

Summit Global Investments’s Portfolio NHI Stock Details NHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,915
Closed -$971K – 268
2019
Q4 		$971K Buy
11,915
+970
+9% +$79.4K 0.11% 131
2019
Q3 		$902K Buy
10,945
+1,645
+18% +$134K 0.1% 137
2019
Q2 		$726K Buy
9,300
+600
+7% +$46.6K 0.09% 180
2019
Q1 		$683K Sell
8,700
-600
-6% -$47.7K 0.09% 185
2018
Q4 		$703K Buy
+9,300
New +$701K 0.11% 137

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Global Investments's NHI Position: Q1 2020 in Review

Summit Global Investments sold out of National Health Investors (NHI) in Q1 2020, closing a stake of 11,915 shares — an estimated $971K sold.

Summit Global Investments first reported a position in NHI in Q4 2018 and held it in 5 quarters. The position peaked at $971K in Q4 2019. 245 funds tracked by Wall St. Rank hold NHI as of Q1 2020.

  • Summit Global Investments reported no remaining National Health Investors position as of Q1 2020 after selling out during the quarter.
  • Summit Global Investments sold 11,915 National Health Investors shares in Q1 2020, an estimated $971K.
  • Summit Global Investments first reported a position in National Health Investors in Q4 2018 and held it in 5 quarters.
  • Summit Global Investments's National Health Investors position peaked at $971K in Q4 2019.
  • 245 funds tracked by Wall St. Rank held National Health Investors as of Q1 2020.

Based on Summit Global Investments's 13F filing for Q1 2020, filed 14 May 2020.